Relationships are the lifeblood of your business. Aptean CRM Software by WorkWise delivers an easy-to-use contact management software solution that provides everything you need to cultivate better relationships with your prospects and customers. From managing your contacts, accessing activity history and tracking opportunities, to scheduling events, performing powerful searches and creating custom reports, Aptean CRM gives you the power to turn relationships into real results.
Designed by users, for users, you can expect unparalleled power and functionality wrapped up in a simple, user-friendly interface
View detailed sales, marketing and customer service history, as well as contact preferences and characteristics
Organize and keep track of all tasks, meetings, calls, emails, events and activity records with the Aptean CRM activity scheduler
The more you know about your contacts, the more successful your business will be. Our contact management CRM software helps you keep track of all your contacts, organizations, partners, vendors and suppliers. It gives you a complete picture of every customer, including activity history, key contacts, email and communication history, preferences, case history, internal notes and uploaded documents such as contracts, invoices and quotes.
Our user-friendly interface makes it easier than ever to get your hands on the information you need. One central screen allows you to search, view and edit, while tabs make navigating among records a breeze. Visual prompts help ensure essential data is captured and alerts help keep you from entering duplicate data.
View key contact information such as company, email, phone number, contact roles and lead source.
Get a complete view of your day-to-day activities. Search, filter and sort all contacts and related activities, opportunities, campaigns, incidents and more from a centralized application. Track all calls, meetings, tasks, and email history with attachments. View sales history, calendars, events and even a contact’s web visit history from a single screen.
Set a contact’s status and add internal notes to provide insights about how to better engage with your contacts.
Upload customer documents such as contracts, invoices and quotes for quick and easy access.
Aptean CRM is packed with powerful search capabilities that make it fast and easy to locate records and access data. Our quick search feature allows you to search by single criteria fields like contact, company or opportunity. You can also build your own unique searches with our advanced filter designer.
Easily add custom fields and organize contacts exactly as you want them.
With our social CRM capabilities, you can integrate a contact’s Facebook and Twitter account directly from the contact screen.
Track service requests, incidents, resolutions and more from the company or contact screen so customer issues are resolved quickly and efficiently.
Send personalized email messages to a group of contacts.
Discover trends in your data and track the success of your marketing campaigns, forecast sales, opportunities and more.
Import contacts using our convenient import wizard.
No confusing à la carte pricing or add-ons here. Simply choose between our Sales or Enterprise packages and our award-winning CRM software comes complete with everything you need. Plus unlimited phone, email and chat support. Absolutely no hidden fees or extra charges.